In a world of impersonal emails and copy-paste quotes, video stands out. Portal’s Loom integration lets you embed quick, personal videos right into your proposals—instantly boosting your credibility, creating connection, and winning more jobs.
Why Personalized Videos Are a Game-Changer
When you're quoting a complex system or a high-ticket job, your customer needs more than just a list of parts and prices. They need context, guidance, and reassurance. Videos let you communicate all of that clearly and directly.
One dealer shared how a $40k budget job turned into an $80k project—because he used Loom to explain the value. Instead of sticker shock and silence, the client responded immediately, talked it through, and signed off. The video made all the difference.
From Click to Close: How It Works
Recording and sharing a video with Portal is simple:
Use Loom to record your video—the app uploads as you record, and copies the link automatically to your clipboard.
In your Portal proposal, paste the Loom URL using the built-in video button.
Your video appears directly in the proposal, ready to wow your client.
No YouTube uploads. No bouncing between tools. Just record, paste, and send.
Why Dealers Love Video Proposals
Stand Out: Few contractors use video. This is your moment to shine.
Build Trust: Seeing your face and hearing your voice makes you real and relatable.
Explain With Confidence: Address concerns, justify pricing, and outline next steps.
Increase Close Rates: Dealers consistently report major boosts in conversion.
Whether you're breaking down a complicated system, walking through a high-budget proposal, or just adding a personal touch, video helps your message land.
Premium Feature
The Loom integration is available on Portal’s Premium and higher plans. It's the easiest way to bring your proposals to life.
Win the Job With a Smile
Portal is built to help integrators sell smarter. Adding video to your proposals shows customers that you care, that you listen, and that you're not just another contractor—you're their trusted expert.